Bernstein Predicts Strong Performance for Applied Materials Stock in 2026

Thursday, Jan 15, 2026 1:36 am ET1min read
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Bernstein has identified Nvidia and Broadcom as top chip stocks for 2026, with Nvidia rated as a better pick than Advanced Micro Devices. The research firm also maintains a bullish stance on Micron and Applied Materials, despite valuations appearing less attractive. Bernstein rates Applied Materials "Outperform" even at 52-week highs, citing stable earnings growth and a strong product roadmap.

Bernstein Predicts Strong Performance for Applied Materials Stock in 2026

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